Don’t just take our word for it.
Over 2,000 positive reviews from 100,000+ customers who run their business on Shape. Here’s what they say about the platform—and the team behind it.
Over 2,000 positive reviews
This is the best CRM a mortgage company can use! And competitively priced too!
Great customer service! They were very quick to help when I had questions or needed any assistance. I was able to work with the team at Shape to custom tailor it to fit my company's needs exactly!
Great Experience So Far
Every interaction I've had with the Shape team has been positive. They're responsive, and genuinely want to help. It's been a refreshing experience.
GoogleSimple, powerful, and effective
Shape has been really easy to use from day one. Everything is laid out in a way that just makes sense.
GoogleEasiest CRM
Easiest CRM to navigate. 5 stars
GoogleGreat and Speedy Support
I am blown away by the level of customer support I got from Shape. They are super friendly and helpful. Thank you!
G210 out of 10 Prospecting and Contact Management Software
Prospecting, organization, project management, and reporting is fantastic with Shape. I've worked on teams where I managed many people under me before, and I still work with an amazing team of people but after properly configuring Shape I'm able to get as much done with just me + Shape's automation as I've been able to do with many assistants before. Prospecting: We can import massive lists of prospects and we run e-mail text and phone campaigns with all prospects automatically. We can easily take notes after each contact or contact attempt (I don't even type I just use their voicenote feature) and best of all there are automated e-mails and texts that go out after each contact attempt. For example after a call if a prospect doesn't answer an automatic e-mail and text is sent out from my system. There's also a voicemail drop feature which saves us hours, anytime I call and someone doesn't answer I just push a button and a voicemail is left for them. Organization: My calendar is synced, their mobile app notifies me of everything, and the task management and project management features allow me and everyone to work out of one centralized place. Reporting: It looks like there are 100+ pre-built reports but I honestly have no idea how many there are (we just use the call reports and email reports, we don't really use the others yet). My favorite thing, which probably isn't a big deal, is their call recording feature. Instead of pipeline reports where we used to have to describe what someone sounded like on the phone I can simply just play a recording to hear the candidate speak. I'm talking to them to see if I can build out some customized features and I'm pretty hopeful I can use their client portal and if that's the case then GEM and other softwares like greenhouse, lever, or Asana may not even be needed in the future and we can just use Shape for those similar features if needed again.
G2Shape Is the easiest and most fluid CRM I've ever used.
The ease of use of the user interface, which I work out of every day, is effortless in how it's presented; however, it includes loads of functionality that I have complete control over to customize and add automation. One of the prominent features of this CRM is its marketing feature. It allows me to automatically reach out to my clients with pre-built templates that I can customize to my liking. This feature strengthens my relationship with my clients, and I barely even have to lift a finger to utilize this option to the fullest. The only thing i dislike about this software is that setting up the phone system can be a bit complicated as i was utilizing several different area codes to reach multiple clients. However, they have a fantastic support system, and all I had to do was reach out to them, and they got me squared away in no time! If you're looking for an easy-to-use CRM with an excellent support team, then this is your product. I am consolidating several different software systems that I used to use all under one roof. I have all my client's info, where I can call, text, or email them and start their mortgage application all within the same software. This has benefited me immensely as I don't have to go in and out of different Programs all day just to get something done, which saves me an incredible amount of time every day, allowing me to get on the phone with new clients more quickly.
G2Shape CRM Software is simply the best CRM solution out there!
Shape is not just software, it's a team of very talented, driven professionals. I've witnessed the transformation of the dashboard, features, and the work they put into building a truly powerful platform. From its intuitive and user-friendly interface to its powerful automation features, it has everything you need to streamline your sales and marketing processes. I would highly recommend Shape CRM to any business looking to improve their workflow and grow their customer base. There is nothing to dislike about Shape, just one thing to consider is that, like any new software, there may be a learning curve when you first start using Shape CRM. It's a powerful tool with many different features and capabilities, so it may take some time to fully get the hang of it. But we found the benefits of using Shape CRM – such as automating tasks, streamlining workflows, and getting valuable insights into business performance – make it well worth the effort. The main benefit for us is the customer journey and customer acquisition data. Shape's reporting and analytics features are top-notch, providing us with valuable insights into our business performance.
G2The Best CRM on the Market
Shape's UI is intuitive, and the setup process was pretty easy. We love how you can create and manage email and text campaigns and track everything. Some other CRMs we tested had all the same features, but getting them set up seemed much more time-consuming. Shape ties them all together nicely. Shape doesn't seem to offer over-the-phone chat support, which we find very helpful, but they provide extensive support articles for common issues and email support. We would like to have the option of over-the-phone support, but we also realize this is not always possible under financial constraints. Shape has helped us stay in constant contact with all of our leads as well as automate a good portion of our marketing. As a result, we've seen sales increase steadily in addition to keeping our clients happy because we can respond quickly and stay in constant contact. It has helped us market to a much broader client base.
G2Extensive CRM/POS software
Pros: This software is user-friendly and easy to follow. Shape helps to STAY organized and focused on selling and making money. I love the automated follow up system and the details so we don't lose out on any possible opportunities. This system guides you to stay in front of potential clients, to which we all know proper communication is KEY to acquiring new clients. Highly recommend Shape for any Mortgage Business that doesn't use this CRM. I have used other CRM/POS software, Shape is second to none. (you will see!!!) Cons: The only thing in my brief review and I wouldn't say this is a con because the reward on the backend is significant because the Shape is so extensive configuring to your exact needs requires some input on the business owner. Overall: Overall the system is easy to use and definitely value add for any mortgage business. The system takes manual labor out of your day and automates many tasks that allow for time spent on higher value-add items for the business.
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What people mention most
Across 2,000+ reviews, customers consistently highlight Shape’s responsive support, smooth onboarding, and the flexibility to fit their business—plus the results they see once they’re up and running. Summarized from customer reviews
“Responsive, knowledgeable, and genuinely invested in your success.”
“Guided setup and migration had us live in days, not weeks.”
“Tailored to our exact workflow—without a developer.”
“More organized, faster follow-up, and more deals closed.”
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